2024-11-11T16:47:39-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-01-01 237688845 HITACHI AMERICA LTD HEALTH AND WELFARE HITA 9143325800 707 WESTCHESTER AVENUE SUITE LL07 WHITE PLAINS NY 10604 SUNISA MANOPCHANTAROJ CHRO 9143325800 2024-11-08 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-08 2023 2024-10-15 13:58:12Z SUNISA MANOPCHANTAROJ 707 WESTCHESTER AVENUE SUITE LL07 WHITE PLAINS NY 10604 220559181 0 X N/A X 1991 NY THE HITACHI AMERICA, LTD. HEALTH AND WELFARE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION, DRUG, DENTAL, HEALTH AND DEPENDENT CARE SPENDING ACCOUNT, GROUP LIFE, SHORT-TERM AND LONG-TERM DISABILITY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AS WELL AS OTHER BENEFITS. 2 1 0 0 0 0 0 0 189808951 220381358 35910 177823 0 0 189844861 220559181 0 0 149076438 177352430 0 0 0 0 0 51383422 58593705 200459860 235946135 -10614999 -15386954 16564063 19295144 8753830 26871865 7810233 -7576721 THE HITACHI AMERICA, LTD. HEALTH AND WELFARE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION, DRUG, DENTAL, HEALTH AND DEPENDENT CARE SPENDING ACCOUNT, GROUP LIFE, SHORT-TERM AND LONG-TERM DISABILITY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AS WELL AS OTHER BENEFITS. 0 0 223461703 220381358 BENEFITS PAID FOR ELIGIBLE PARTICIPANTS OF THE PLAN. 223461703 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X THE ORGANIZATION 9143325800 707 WESTCHESTER AVENUE SUITE LL07 WHITE PLAINS NY 10604 X WELLS FARGO NA TRUSTEE 1.00 X 0 0 0 SUNISA MANOPCHANTAROJ CHRO 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 172931534 172931534 EMPLOYEE CONTRIBUTIONS 525100 47449824 47449824 220381358 177823 177823 220559181 220381358 0 177823 177352430 177352430 46109273 46109273 ADMINISTRATIVE EXPENSES 12484432 12484432 235946135 223461703 12484432 0 5290160 5571421 4830777 2187705 6443126 11536018 16564063 19295144 0 8282554 0 7600000 8753830 10989311 8753830 26871865 X 0 0 0 0 7810233 -7576721 7810233 -7576721 16564063 19295144 -15386954 0 X X 0 1 X 1 0 0 RECEIVABLE FROM STOP-LOSS INSURER 6017022 PRESCRIPTION DRUG REBATES RECEIVABLE 5518996 11536018 ADMINISTRATIVE EXPENSES PAYABLE 1533748 PREMIUMS DUE TO INSURERS 9455563 10989311 X 220559181 0 220559181 0 220559181 235946135 0 235946135 0 235946135 PART X, LINE 2: THE PLAN ADMINISTRATOR RECEIVED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED OCTOBER 8, 1992. THIS LETTER PROVIDES THAT THE TRUST, ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS, IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U. S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT "MORE LIKELY THAN NOT" WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY A MEMBER OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE METHOD OF SELECTION OF INDEPENDENT ACCOUNTANTS OR THE PROCESS OF AUDIT OVERSIGHT.